KNX vs TFII Stock Comparison

Knight-Swift Transportation Holdings and TFI International Prices as of Oct 23, 2026 Peers: Industry group

Head to Head

11 decided of 12

TFI International leads on 7 of the 12 questions below (TFI International 7, Knight-Swift Transportation Holdings 4). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionKNXTFIILeader
Larger companyMarket capitalisation $9.82B $9.29B KNX
Cheaper on earningsLower P/E, profitable companies only 228.8x 24.2x TFII
Cheaper on forward earningsLower price / next fiscal year consensus EPS 28.3x 19.6x TFII
Faster revenue growthRevenue growth, trailing twelve months +4.1% -1.7% KNX
More profitableNet margin, trailing twelve months 0.6% 4.7% TFII
Better return on capitalReturn on invested capital 1.6% 18.0% TFII
Less leveragedLower net debt / EBITDA 0.2x 0.0x TFII
Higher dividend yieldTrailing dividend yield 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +39.1% +26.4% KNX
Better 5-year returnAnnualised price return, 5 years +1.7%/yr -1.0%/yr KNX
Less volatileAnnualised volatility, 1 year 37.6% 36.2% TFII
Higher overall scoreMean of the five percentile scores vs peers 36/100 54/100 TFII

Percentile Scorecard

KNXTFII

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisKNXTFII
Valuation 47 #73 of 136 58 #58 of 136
Growth 30 #86 of 122 22 #96 of 122
Profitability 33 #80 of 119 69 #38 of 119
Financial Health 63 #55 of 147 62 #56 of 147
Shareholder Returns 8 #77 of 84 59 #35 of 84
Overall 36 54
  • KNX ranked among 150 companies in Transportation
  • TFII ranked among 150 companies in Transportation

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodKNXTFIISPY
1 month -8.9%-9.9% -1.0%
3 months -15.5%-25.2% +2.9%
6 months -6.1%-19.0% +6.4%
Year to date +17.1%+8.9% +11.4%
1 year +39.1%+26.4% +13.1%
3 years +21.8%+5.4% +79.4%
3 years, per year +6.8%+1.8% +21.5%
5 years +8.8%-4.9% +67.7%
5 years, per year +1.7%-1.0% +10.9%
10 years +122.1%+463.7% +255.2%
10 years, per year +8.3%+18.9% +13.5%

Risk

MeasureKNXTFIISPY
Volatility, 1Y 37.6%36.2% 12.7%
Downside volatility, 1Y 32.8%36.4% 12.7%
Beta vs S&P 500, 1Y 1.011.00 1.00
Return / volatility, 1Y 1.040.73 1.03
Max drawdown, 5Y -39.6%-54.5% -25.4%
From 52-week high -25.7%-31.1% -2.5%
52-week high $82.45$163.36 $779.14
52-week low $41.68$80.71 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleKNXTFII
P/E now vs peer median 231.8xmedian 16.0x 24.3xmedian 16.0x
P/S now vs peer median 1.3xmedian 1.0x 1.2xmedian 1.0x
EV/EBITDA now vs peer median 10.2xmedian 8.7x 9.3xmedian 8.7x
P/FCF now vs peer median 18.3xmedian 11.5x 8.1xmedian 11.5x
P/B now vs peer median 1.4xmedian 1.2x 3.5xmedian 1.2x
PEG now vs peer median -4.12median 0.82 -2.30median 0.82

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsKNXTFII
Revenue $7.73B $8.12B
Operating income $210.22M $597.45M
Net income $43.31M $335.80M
Free cash flow $545.27M $1.17B
EPS (diluted) $0.26 $4.61
Cash & equivalents $186.11M $205.45M
Total debt $397.91M $3.15B
Shares (diluted) 163.28M 83.41M
Enterprise value $9.00B $8.65B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricKNXTFII
P/E 231.8x 24.3x
P/FCF 18.3x 8.1x
P/Operating cash flow 7.2x 10.4x
P/S 1.3x 1.2x
P/B 1.4x 3.5x
P/Tangible book 2.0x -4.9x
EV/EBITDA 10.2x 9.3x
EV/EBIT 48.4x 15.9x
EV/Revenue 1.3x 1.2x
EV/FCF 18.7x 8.1x
EV/Operating cash flow 7.3x 10.4x
PEG (3Y EPS CAGR) -4.12 -2.30

Growth

14 metrics
MetricKNXTFII
Revenue growth (1Y) 4.1% -1.7%
Revenue CAGR (3Y) 4.2% 1.2%
Gross profit growth (1Y) – –
Gross profit CAGR (3Y) – –
Operating income growth (1Y) -29.6% -7.5%
Operating income CAGR (3Y) -33.2% -12.6%
Net income growth (1Y) -73.7% -8.8%
Net income CAGR (3Y) -56.1% -19.3%
EPS growth (1Y) -74.1% -5.2%
EPS CAGR (3Y) -56.3% -10.6%
Operating cash flow growth (1Y) 70.8% -13.2%
Operating cash flow CAGR (3Y) -1.1% -3.5%
Free cash flow growth (1Y) 1,410% -14.5%
Free cash flow CAGR (3Y) 9.6% -5.0%

Profitability

14 metrics
MetricKNXTFII
Gross margin – –
EBITDA margin 12.9% 12.6%
Operating margin 2.7% 7.4%
Pretax margin 0.9% 10.1%
Net margin 0.6% 4.7%
FCF margin 7.1% 14.4%
Operating cash flow margin 18.0% 11.3%
Return on equity 0.6% 12.4%
Return on assets 0.4% 4.5%
Return on invested capital 1.6% 18.0%
Return on capital employed 1.9% 9.6%
Asset turnover 0.6x 1.1x
Cash conversion (OCF / net income) 32.1x 2.7x
Stock comp / revenue – 0.2%

Financial Health

11 metrics
MetricKNXTFII
Debt / assets 3.3% 3.1%
Debt / equity 0.1x 0.1x
Net debt / EBITDA 0.2x 0.0x
Debt / FCF 0.7x 0.2x
Liabilities / assets 41.8% 63.5%
Equity / assets 58.2% 36.5%
Interest coverage 1.6x 3.5x
Current ratio 0.9x 1.1x
Quick ratio 0.6x 1.0x
Cash ratio 0.2x 0.2x
Altman Z-score 2.18 2.91

Shareholder Returns

7 metrics
MetricKNXTFII
Dividend yield 1.3% 1.7%
Net buyback yield -0.1% 3.8%
Shareholder yield 1.2% 5.5%
Payout ratio (earnings) – –
Payout ratio (FCF) – –
Dividend growth (1Y) – –
Dividend CAGR (3Y) – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusKNXTFII
Forward P/E 28.3xFY2026 19.6xFY2026
EPS, next fiscal year $2.16FY2026 $5.73FY2026
EPS growth, next FY +71.4%FY2026 +31.1%FY2026
EPS growth, the year after +99.1% +40.5%
Revenue, next fiscal year $7.83BFY2026 $8.41BFY2026
Revenue growth, next FY +4.9%FY2026 +6.7%FY2026
Revenue growth, the year after +6.2% +1.0%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersKNXTFII
Held by institutions 100.0% 69.4%
Institutions holding 628 295
Change in shares held, QoQ +1.9% +1.2%
Institutions buying 376 174
Institutions selling 168 90
Buyers to sellers 2.24 1.93

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

KNXTFII
KNX 1.00 0.71
TFII 0.71 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, KNX and TFII?

Knight-Swift Transportation Holdings (KNX) is the largest by market capitalisation: Knight-Swift Transportation Holdings (KNX) $9.82B, TFI International (TFII) $9.29B.

Which stock is cheaper, KNX and TFII?

TFI International (TFII) trades on the lowest price-to-earnings ratio (Knight-Swift Transportation Holdings (KNX) 228.8x, TFI International (TFII) 24.2x). On next year's consensus earnings, TFI International (TFII) is cheapest (Knight-Swift Transportation Holdings (KNX) 28.3x, TFI International (TFII) 19.6x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Knight-Swift Transportation Holdings (KNX) grew revenue fastest over the trailing twelve months: Knight-Swift Transportation Holdings (KNX) +4.1%, TFI International (TFII) -1.7%.

Which company is more profitable?

TFI International (TFII) has the highest net margin (Knight-Swift Transportation Holdings (KNX) 0.6%, TFI International (TFII) 4.7%). On return on invested capital, TFI International (TFII) leads (Knight-Swift Transportation Holdings (KNX) 1.6%, TFI International (TFII) 18.0%).

Which stock has performed better?

Over the past year Knight-Swift Transportation Holdings (KNX) returned the most: Knight-Swift Transportation Holdings (KNX) +39.1%, TFI International (TFII) +26.4%. Over five years, Knight-Swift Transportation Holdings (KNX) compounded fastest (Knight-Swift Transportation Holdings (KNX) +1.7%/yr, TFI International (TFII) -1.0%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, TFI International (TFII) has been the steadiest (Knight-Swift Transportation Holdings (KNX) 37.6%, TFI International (TFII) 36.2%). Volatility measures how widely the price swings, not the risk of the business.

Do KNX and TFII move together?

Their daily returns over the past year have a correlation of 0.71, a strong positive relationship. Holding both adds little diversification.

Which is the better stock, KNX and TFII?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, TFI International (TFII) leads on 7. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.